IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.03M
3
+$2.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.32M
5
WRK
WestRock Company
WRK
+$1.97M

Top Sells

1
+$2.31M
2
+$2.29M
3
+$2.06M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.97M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Sector Composition

1 Consumer Discretionary 14.06%
2 Financials 12.51%
3 Industrials 12.51%
4 Technology 10.29%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$51K 0.01%
2,028
-752
577
$51K 0.01%
1,766
+260
578
$50K 0.01%
1,300
579
$50K 0.01%
+1,380
580
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1,754
-40
581
$49K 0.01%
1,325
-15,175
582
$49K 0.01%
1,114
-1,025
583
$49K 0.01%
529
-1,746
584
$48K 0.01%
1,120
-4,225
585
$48K 0.01%
1,065
+580
586
$48K 0.01%
540
-110
587
$48K 0.01%
1,299
+255
588
$47K 0.01%
+2,990
589
$47K 0.01%
+1,670
590
$47K 0.01%
+194
591
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860
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592
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1,340
593
$47K 0.01%
870
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594
$47K 0.01%
680
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595
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940
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596
$47K 0.01%
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+5
597
$47K 0.01%
603
-130
598
$46K 0.01%
2,666
-1,360
599
$46K 0.01%
1,725
-40
600
$46K 0.01%
26,940
+20
22 23
24
25 26